Anthropic's amended S-1 reveals $34.9B Lambda GPU deal is now terminable after missed facility deadline
rohanpaul_ai · x · 2026-11-11
Anthropic's amended S-1 shows its August 2026 Lambda agreement ($34.9B of a $41.3B total commitment through 2034) is terminable by either party after Lambda missed a facility-lease deadline. Fees accrue only on delivered capacity, so waiting costs Anthropic nothing; neither side has sent notice and Anthropic doesn't currently intend to exit.
Related event: Anthropic S-1 Reveals $34.9B GPU Deal With Lambda Could Be Canceled(2 posts)→
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